JPM JPMORGAN CHASE & CO COM

Ownership history in Sarasin & Partners LLP  ·  53 quarters on record

AI Ownership Summary

Sarasin & Partners LLP reported JPMORGAN CHASE & CO COM (JPM) in 53 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.66% in 2024 Q4. The latest visible filing shows JPM at 3.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sarasin & Partners LLP's position in JPMORGAN CHASE & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPM was reported at 3.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.66% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sarasin & Partners LLP held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,017,395 -17,188 -1.7% 3.40% $327.8M 2026-02-14 (Est.) $301.01
2025 Q3 REDUCED 1,034,583 -90,601 -8.1% 3.21% $326.6M 2025-10-10 $298.01
2025 Q2 REDUCED 1,125,184 -532,514 -32.1% 3.25% $326.2M 2025-07-09 $279.10
2025 Q1 ADDED 1,657,698 +272,735 +19.7% 3.37% $349.5M 2025-04-09 $229.87
2024 Q4 REDUCED 1,384,963 -272,735 -16.5% 3.66% $332.0M 2025-01-16 $247.89
2024 Q3 ADDED 1,657,698 +526,578 +46.6% 3.30% $349.5M 2024-10-09 $207.00
2024 Q2 ADDED 1,131,120 +352,086 +45.2% 2.03% $228.8M 2024-07-19 $202.23
2024 Q1 ADDED 779,034 +12,895 +1.7% 1.54% $156.0M 2024-04-12 $175.24
2023 Q4 ADDED 766,139 +17,732 +2.4% 1.43% $130.3M 2024-01-10 $163.00
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sarasin & Partners LLP and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sarasin & Partners LLP reported owning JPM?

Sarasin & Partners LLP reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in Sarasin & Partners LLP's portfolio?

The largest reported portfolio weight for JPM was 3.66% in 2024 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Sarasin & Partners LLP reported 1,017,395 shares, equal to 3.40% of portfolio, with an estimated market value of $327.8M.

What does the chart on this JPM ownership page compare?

The chart compares Sarasin & Partners LLP's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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